Mosaic Family Wealth’s Wolfspeed WOLF Stock Holding History

Mosaic Family Wealth’s Portfolio WOLF Stock Details WOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-735	Closed	-$42K	–	602
2019 Q1	$42K	Hold	735	–	–	0.02%	334
2018 Q4	$31K	Buy	735 +49	+7%	+$1.99K	0.01%	367
2018 Q3	$30K	Hold	686	–	–	0.01%	379
2018 Q2	$29K	Hold	686	–	–	0.01%	396
2018 Q1	$28K	Sell	686 -550	-44%	-$20.7K	0.01%	385
2017 Q4	$46K	Sell	1,236 -1,740	-58%	-$60K	0.02%	338
2017 Q3	$84K	Buy	2,976 +58	+2%	+$1.44K	0.03%	280
2017 Q2	$72K	Sell	2,918 -124	-4%	-$2.97K	0.03%	282
2017 Q1	$81K	Sell	3,042 -56	-2%	-$1.52K	0.04%	275
2016 Q4	$82K	Sell	3,098 -35	-1%	-$871	0.04%	277
2016 Q3	$81K	Sell	3,133 -54	-2%	-$1.4K	0.04%	277
2016 Q2	$78K	Sell	3,187 -253	-7%	-$6.15K	0.04%	281
2016 Q1	$100K	Sell	3,440 -90	-3%	-$2.58K	0.05%	235
2015 Q4	$94K	Buy	+3,530	New	+$91.2K	0.04%	233

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mosaic Family Wealth's WOLF Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Wolfspeed (WOLF) in Q2 2019, closing a stake of 735 shares — an estimated $42K sold.

Mosaic Family Wealth first reported a position in WOLF in Q4 2015 and held it in 14 quarters. The position peaked at $100K in Q1 2016. 350 funds tracked by Wall St. Rank hold WOLF as of Q2 2019.

Mosaic Family Wealth reported no remaining Wolfspeed position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 735 Wolfspeed shares in Q2 2019, an estimated $42K.
Mosaic Family Wealth first reported a position in Wolfspeed in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Wolfspeed position peaked at $100K in Q1 2016.
350 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.